Relationship Manager – Home Loan Sales (DST)

Department: Sales

Location: Bangalore | Hyderabad | Pune | Mumbai | Gurgaon

Employment Type: Full-time

Reporting To: Area Sales Manager

About the Role

We are seeking a motivated and customer-focused Relationship Manager – Home Loan Sales (DST) to drive home loan sales through direct sales initiatives and relationship management. In this role, you will identify new business opportunities, build strong customer relationships, and support customers throughout the home loan journey—from initial enquiry to loan disbursement.

Key Responsibilities

Sales & Business Development

- Generate home loan business through direct sales, referrals, and lead generation activities.
- Achieve monthly and quarterly sales targets.
- Build and maintain relationships with builders, real estate agents, channel partners, and other stakeholders to generate new business opportunities.
- Identify prospective customers through tele-calling, customer visits, referrals, and digital lead sources.

Customer Relationship Management

- Build strong relationships with customers throughout the loan journey.
- Provide timely support and resolve customer enquiries professionally.
- Educate customers on home loan products, interest rates, eligibility criteria, and the application process.

Loan Process Management

- Guide customers through the loan application process and assist with the required documentation.
- Coordinate with internal teams to facilitate timely loan processing and approvals.
- Monitor loan application progress and ensure smooth loan disbursement.

Market & Product Knowledge

- Stay informed about market trends, competitor offerings, and industry developments.
- Share customer insights and market feedback to support business growth and product improvements.

Documentation & Compliance





- Ensure accurate documentation and compliance with KYC and internal policies.
- Follow up with customers to obtain all required documents for successful loan processing.

Reporting

- Maintain accurate records of sales activities and customer interactions.
- Prepare daily, weekly, and monthly sales reports.
- Track performance against sales targets and contribute to continuous process improvement.

Requirements

Education

- Bachelor's degree in any discipline.
- A background in Finance, Banking, Business, or Sales is an advantage.

Experience

- Minimum 2–3 years of experience in Home Loan (HL) sales is required.
- Experience in Loan Against Property (LAP) sales is an added advantage.
- Proven experience in direct sales with a strong track record of achieving sales targets in the home loan or mortgage lending industry.
- Candidates should have hands-on experience in Home Loan (HL) or Loan Against Property (LAP) sales.

Skills

- Excellent communication and interpersonal skills.
- Strong negotiation, sales, and relationship management skills.
- Ability to work independently and collaboratively within a team.
- Good understanding of home loan products, lending processes, and financial regulations.

Technical Skills

- Proficiency in Microsoft Office applications.
- Experience using CRM systems is preferred.
- Knowledge of loan processing platforms is an added advantage.

Personal Attributes

- Self-motivated and results-oriented.
- Customer-focused with a solid commitment to service excellence.
- Strong problem-solving and organisational skills.
- Able to work effectively in a fast-paced, target-driven environment.

Work Environment

- Full time position.
- Combination of office-based and field-based work, including customer meetings and site visits.
- Versatile working hours based on business requirements.

📌 Relationship Manager – Home Loan Sales (DST) (Bangalore Urban)
🏢 Helios Systems Asia
📍 Bangalore Urban